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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,523 | $80,985+4.4% | $96,576-12.5% | $75,181+12.4% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 14.24% | 27.05%-12.8pp | 25.87%-11.6pp | 160.69%-146.4pp |
| Employer contribution / active EE | $6,554 | $2,282+187.1% | $2,965+121.0% | $2,671+145.4% |
| Participant deferral / active EE | $7,928 | $3,929+101.8% | $4,851+63.4% | $4,126+92.1% |
| Admin fee / account holder | $16,393 | $6,719+144.0% | $8,253+98.6% | $5,650+190.1% |